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Livermore
ZHEN

Constellation Energy Corp

CEG
Exchange
Nasdaq
Industry
Electric Services
SEC CIK
0001868275

In the last 90 days, Constellation Energy Corp insiders filed 1 open-market purchase and 0 sales; 1,866 institutions reported holding it in 13F filings for Q2 2026, worth $71.4B in total; superinvestors Coatue Management and Soros Fund Management hold it.

13F holders, Q3 2023

Institutional positions in Constellation Energy Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
905
+69 vs. Q2 2023
Shares held
268.6M
−3.99M (−1.5%) vs. Q2 2023
Total value
$29.3B
+$4.41B (+17.7%) vs. Q2 2023
New holders
132
285 more added
Sold out
63
293 more reduced

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 905 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 645 institutionsQ2 2022: 755 institutionsQ3 2022: 823 institutionsQ4 2022: 877 institutionsQ1 2023: 841 institutionsQ2 2023: 849 institutionsQ3 2023: 905 institutionsQ4 2023: 1,005 institutionsQ1 2024: 1,175 institutionsQ2 2024: 1,310 institutionsQ3 2024: 1,427 institutionsQ4 2024: 1,545 institutionsQ1 2025: 1,547 institutionsQ2 2025: 1,722 institutionsQ3 2025: 1,824 institutionsQ4 2025: 2,008 institutionsQ1 2026: 1,907 institutionsQ2 2026: 1,866 institutions
Value heldQ3 2023: $29.3B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $14.4BQ2 2022: $15.3BQ3 2022: $22.3BQ4 2022: $23.2BQ1 2023: $21.2BQ2 2023: $24.9BQ3 2023: $29.3BQ4 2023: $30.6BQ1 2024: $48.0BQ2 2024: $51.0BQ3 2024: $66.2BQ4 2024: $56.9BQ1 2025: $51.8BQ2 2025: $82.7BQ3 2025: $82.1BQ4 2025: $91.1BQ1 2026: $80.3BQ2 2026: $71.4B
Institutions holding CEG and their total value by quarter
QuarterHoldersValue
Q2 20261,866$71.4B
Q1 20261,907$80.3B
Q4 20252,008$91.1B
Q3 20251,824$82.1B
Q2 20251,722$82.7B
Q1 20251,547$51.8B
Q4 20241,545$56.9B
Q3 20241,427$66.2B
Q2 20241,310$51.0B
Q1 20241,175$48.0B
Q4 20231,005$30.6B
Q3 2023905$29.3B
Q2 2023849$24.9B
Q1 2023841$21.2B
Q4 2022877$23.2B
Q3 2022823$22.3B
Q2 2022755$15.3B
Q1 2022645$14.4B
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2023.

Institutions holding CEG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DHJJ Financial Advisors, Ltd.1$1100.00%+1New
Intact Investment Management Inc.2$2180.00%00.0%Unchanged
Wellington Shields & Co., LLC3$3270.00%00.0%Unchanged
Tfo-TDC, LLC4$3660.00%00.0%Unchanged
Perkins Coie Trust Co4$4360.00%+4New
Delos Wealth Advisors, LLC5$5210.00%00.0%Unchanged
True Wealth Design, LLC5$5460.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$6550.00%00.0%Unchanged
WestEnd Advisors, LLC8$8730.00%+8New
Cedar Wealth Management, LLC9$9820.00%00.0%Unchanged
West Oak Capital, LLC5$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC13$1.00K0.00%+13New
Raleigh Capital Management Inc.10$1.09K0.00%+10New
Cornerstone Planning Group LLC11$1.20K0.00%+11New
LGT Financial Advisors LLC12$1.31K0.00%+12New
Private Ocean, LLC13$1.42K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$1.53K0.00%−2−12.5%Reduced
Trifecta Capital Advisors, LLC15$1.64K0.00%00.0%Unchanged
TFC Financial Management15$1.64K0.00%00.0%Unchanged
Lee Financial Co16$1.75K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.16$1.78K0.00%00.0%Unchanged
Centerpoint Advisors, LLC16$2.00K0.00%00.0%Unchanged
Avion Wealth23$2.00K0.00%+23New
Versant Capital Management, Inc19$2.07K0.00%00.0%Unchanged
Addison Advisors LLC21$2.29K0.00%00.0%Unchanged
Eagle Bay Advisors LLC22$2.40K0.00%00.0%Unchanged
Colonial Trust Co40$2.40K0.00%+40New
Highline Wealth Partners LLC26$2.84K0.00%00.0%Unchanged
Coston, McIsaac & Partners31$3.00K0.00%00.0%Unchanged
Motco28$3.05K0.00%−16−36.4%Reduced
Jackson, Grant Investment Advisers, Inc.28$3.05K0.00%00.0%Unchanged
Paladin Advisory Group, LLC29$3.16K0.00%00.0%Unchanged
Colonial Trust Advisors30$3.27K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.27$3.35K0.00%+27New
Sunbelt Securities, Inc.32$3.49K0.00%00.0%Unchanged
Arrow Financial Corp33$3.60K0.00%00.0%Unchanged
Truvestments Capital LLC33$3.60K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC34$3.71K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC35$3.82K0.00%−1−2.8%Reduced
Thompson Investment Management, Inc.36$3.93K0.00%+36New
Clear Street Markets LLC36$4.00K0.00%−74−67.3%Reduced
SJS Investment Consulting Inc.37$4.04K0.00%+9+32.1%Added
SRS Capital Advisors, Inc.41$4.47K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.42$4.58K0.00%00.0%Unchanged
Stone House Investment Management, LLC45$4.91K0.00%00.0%Unchanged
KB Financial Partners, LLC50$5.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC44$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC44$5.00K0.00%00.0%Unchanged
Abound Wealth Management47$5.13K0.00%+5+11.9%Added
Caldwell Sutter Capital, Inc.50$5.45K0.00%−36−41.9%Reduced
Baldwin Brothers Inc50$5.45K0.00%00.0%Unchanged
CNB Bank50$5.45K0.00%00.0%Unchanged
Emfo, LLC50$5.47K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC52$5.67K0.00%+52New
GPS Wealth Strategies Group, LLC55$6.00K0.00%+19+52.8%Added
JDM Financial Group LLC58$6.33K0.01%00.0%Unchanged
Proffitt & Goodson Inc61$6.65K0.00%00.0%Unchanged
Clean Yield Group58$6.67K0.00%−36−38.3%Reduced
Mascoma Wealth Management LLC62$6.76K0.00%00.0%Unchanged
Creative Capital Management Investments LLC63$6.87K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC66$7.00K0.01%00.0%Unchanged
Heritage Wealth Advisors66$7.20K0.00%00.0%Unchanged
Piscataqua Savings Bank66$7.20K0.01%00.0%Unchanged
Atwood & Palmer Inc66$7.20K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC64$7.23K0.00%−73−53.3%Reduced
Cedar Mountain Advisors, LLC75$8.18K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC75$8.18K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP75$8.18K0.01%00.0%Unchanged
Atlantic Trust, LLC82$8.95K0.00%00.0%Unchanged
DB Wealth Management Group, LLC82$8.95K0.01%00.0%Unchanged
Steward Financial Group LLC91$9.00K0.00%+91New
Laurel Wealth Advisors LLC83$9.05K0.00%00.0%Unchanged
Sittner & Nelson, LLC87$9.51K0.01%00.0%Unchanged
Financial Management Professionals, Inc.93$10.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC93$10.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC94$10.3K0.00%−47−33.3%Reduced
PSI Advisors, LLC96$10.5K0.00%+87+966.7%Added
Oakworth Capital, Inc.100$10.9K0.00%00.0%Unchanged
Smithfield Trust Co106$11.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC99$11.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC107$11.7K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC108$11.8K0.00%00.0%Unchanged
Core Alternative Capital109$11.9K0.00%00.0%Unchanged
GW&K Investment Management, LLC111$12.0K0.00%+12+12.1%Added
Rocky Mountain Advisers, LLC113$12.3K0.01%00.0%Unchanged
Highlander Capital Management, LLC116$13.0K0.01%+116New
Studio Investment Management LLC121$13.2K0.00%+121New
Park Place Capital Corp127$13.9K0.00%−60−32.1%Reduced
HM Payson & Co127$13.9K0.00%00.0%Unchanged
Intrepid Capital Management Inc128$14.0K0.01%00.0%Unchanged
TCTC Holdings, LLC130$14.2K0.00%00.0%Unchanged
Independence Bank of Kentucky133$14.5K0.01%00.0%Unchanged
Legacy Financial Group LLC135$14.7K0.00%+135New
Impact Partnership Wealth, LLC142$15.5K0.00%+104+273.7%Added
Stephens Consulting, LLC146$15.9K0.01%00.0%Unchanged
Bell Investment Advisors, Inc148$16.1K0.00%−59−28.5%Reduced
Institutional & Family Asset Management, LLC148$16.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC150$16.4K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.147$16.7K0.00%00.0%Unchanged
Zions Bancorporation, N.A.157$17.1K0.00%+9+6.1%Added